abrdn MyFolio Index V

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There is only one type of share class for this fund.

abrdn MyFolio Index V Fund PlatForm P Fixed Accumulation

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.7731

arrow-down£-0.001 (-0.13%)

Fund Code

SLIVA

BHZCR31

GB00BHZCR313

Prices updated as at 17 May 2024
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Prices in GBP

Investment objective
To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the abrdn MyFolio Index range, which offers five funds with different expected combinations of investment risk and return. This fund is risk level V, which aims to be the highest risk fund in this range. The fund will invest at least 80% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 20% in actively managed funds (including those managed by abrdn). Typically, at least 80% of the fund will be invested in assets traditionally viewed as being higher risk such as such as equities (company shares), and emerging market bonds (loans to an emerging market government).

Growth of 1,000 as of 19 May 2024, 20:05

Trailing returns (%) as of 19 May 2024, 20:05

Annual performance (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20-9.26-9.43
31 Mar 20 - 31 Mar 2131.6032.92
31 Mar 21 - 31 Mar 229.706.16
31 Mar 22 - 31 Mar 23-1.12-4.01
31 Mar 23 - 31 Mar 2414.6412.64

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day-0.13-0.01
1 Month5.304.24
3 Months7.305.70
6 Months13.8112.09
1 Year17.5514.21
3 Years annualised7.964.73
5 Years annualised8.356.47
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.